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Full Disclosure

The services of providing mutual funds and labour sponsored funds are offered through "3i Financial Investment Services Inc."

The services of providing life insurance and other non-investment plans are offered through "3i Financial Group Inc." Both are separate legal entities.

3i Financial Investment Services Inc. is a member of the Mutual Fund Dealers Association (MFDA) licensed to distribute mutual funds.

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3i Financial Head Office
9040 Leslie Street, Suite 221
Richmond Hill, Ontario,
L4B-3M4
Tel: (905)597-5000
Fax: (905)597-8366
 

保本基金

個人保本基金合約的優點包括：

Ÿ   若干年期的保證價值為本金的75%至100%

Ÿ   可重置期滿的保證價值以鎖定其投資回報直至身故，或重新設立十年滾存期．

Ÿ   指定受益人可避免受債權人的追討．

Ÿ   若合約已訂明指定受益人，遺產認證費則可豁免

Ÿ   提供與互惠基金相似的投資工具

Ÿ   本金損失可轉至基金單位持有人

Ÿ   隨著持有基金的時間越長，派發的股息將會越多

Ÿ   身故賠償津貼可於短時間內交付予指定受益人

insurance/segregated funds

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